OUR PRODUCTS - FundConnect  

 

FundConnectMutual Fund Sale Portal

 

FundConnect is designed to provide a highly efficient portal service to fund distribution companies in Pakistan and abroad. The core objective is to have a platform where DCs can connect with different AMCs and perform their distribution operations easily and securely.

The whole idea is to improve coordination and operational efficiency between DCs and the AMCs. Once DCs will register on this portal they can easily manage all of their sale transactions, and the following activities.

FundsConnect is also equipped with an excellent marketing tool called CMS or Content Management System. This tool provides a marketing space for various AMCs and DCs where they can design their own pages for promotion and the visitors of this portal will remain aware of all new exciting investment opportunities offered by the member AMCs.

 

MODULES

 
 
1.
Register customers with AMCs
4.
Commission processes 7. Audit log maintenance
2.
Manage branches
5.
Design user roles and responsibilities usingcomprehensive AMS (Authority Management 8. Performing fund transactions such as sale, redemption, fund to fund transfer and account to account transfer
3.
Getting detailed customer portfolios
6.
Market stats 9. Comprehensive set of reports to perform analysis and helps in decision making

CLIENTS

1.
IGI Investment Bank
 


 

 


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